Station 4: Understanding Asset Classes (UI+)

Description

Understanding Asset Classes continues the theme of diversification by focusing on the building blocks of investing: the many types of asset and their classification and characteristics. These include cash, stocks, bonds, property, and commodities, as well as more exotic and less tangible ones such as options and futures.

We focus on stocks and bonds and examine their behavioural traits, including historical risk and return profiles, the factors that make them tick, their sensitivity to market and economic events, and the unique inverse relationship between them that makes these instruments such useful partners in portfolio construction. We discover that, far from being homogeneous groups, stocks and bonds come in many varieties and their spectrum of risk and return is wider than could be imagined. We also put property under the microscope, applying tried and tested criteria to selecting an investment property to buy.

To add to your learning experience, this package also gives you access to the Learning Lounge, designed for those who wish to delve deeper into a subject and understand its nuts and bolts.

Table of Contents

1. Capital Markets: Birth & Genesis
2. Asset Classes
3. First Principles
4. Stocks: The Engine of Growth
5. Bonds: The Income Machine
6. Property: The Tangible Asset
7. Assessment
8. The Learning Lounge

System Requirements

See System Requirements in the Coggno Knowledge Base

Author

Investanalitix

24 Courses

Zola Sookias, Founder & Managing Director

Mr Sookias has extensive experience in investment management, including roles in equity and fixed income analysis, portfolio management, DB and DC pension consulting, product development, manager search & selection, fund performance evaluation and monitoring, and investment publishing.

He has worked with major US investment houses, notably Black Rock Asset Management, Morgan Stanley and Bank of America, as well as a boutique firm specialising in the natural resources sector where he was the senior metals and mining analyst.

His European experience has been with Irish Life International and SEB where he was responsible for developing the investment platform serving the pan-European market, and Black Rock Asset Management Ireland, where he was Investment Director responsible for governance and oversight for the company’s Irish-domiciled active and passive funds.

Mr Sookias holds a BSc. in Geology & Chemistry and an MSc. in Mineral Exploration from the Royal School of Mines, Imperial College, University of London.